MOBVOI (02438) surged over 22%, rising 22.54% to HK$0.87 as of press time, with trading volume reaching HK$38.1169 million.

On the news front, MOBVOI recently launched its TicNote Color series with a comprehensive upgrade to Shadow AI 2.0. According to the company's interim report, AI intelligent hardware business revenue reached RMB 98.3 million in the first half of the year, representing a 64.8% year-on-year increase. This growth was primarily driven by increased strategic market investment and brand investment in the new "TicNote" product during the first half.

The company stated that TicNote is the world's first Agentic AI hardware-software integrated product. The product garnered attention immediately upon its overseas launch, with TicNote sales quickly surpassing 10,000 units and ranking among the top sellers in relevant categories on e-commerce platforms including Tmall and JD.com. During a subsequent earnings conference, MOBVOI revealed that as of August 20, TicNote's global sales had exceeded 30,000 units.

Huaxi Securities previously noted in a research report that AIGC, as an emerging market, currently faces significant uncertainty in its competitive landscape. China has launched over 300 large models that are in training or testing phases. The firm indicated that the company has significant first-mover advantages in AIGC applications, and under the rapid growth of industry space, a flywheel effect is expected to continue. The firm anticipates that AIGC-related services will support relatively fast growth in the company's performance, while improvements in AIGC capabilities are also expected to create synergistic effects with the other two business lines.